+14,479.0%
MPWR vs DUK
+634.0%
+13,845.1%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.0% | +1.8% | +1.2% |
| 7D | -2.6% | 0.0% | -2.6% | -2.6% |
| 30D | -9.0% | -1.7% | -7.4% | -8.6% |
| 3M | -25.8% | -0.4% | -25.4% | -26.3% |
| 6M | +11.8% | -7.2% | +19.0% | +13.8% |
| YTD | +35.5% | +5.3% | +30.3% | +31.4% |
| 1Y | +45.3% | +3.0% | +42.4% | +41.6% |
| 3Y | +138.5% | +53.1% | +85.4% | +89.9% |
| 5Y | +152.8% | +37.9% | +114.8% | +106.7% |
| 10Y | +1,616.6% | +124.8% | +1,491.8% | +971.8% |
| All | +14,479.0% | +634.0% | +13,845.1% | +5,494.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DUK.
Daily Out/Under-Performance
Portfolio return minus DUK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DUK return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded DUK wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling